Stanmore Resources Limited

ASX:SMR 주식 리포트

시가총액: AU$2.4b

Stanmore Resources 향후 성장

Future 기준 점검 3/6

Stanmore Resources 의 수익은 연간 0.3% 감소할 것으로 예상되는 반면, 연간 수익은 61.7% 로 증가할 것으로 예상됩니다. EPS는 연간 55.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.4% 로 예상됩니다.

핵심 정보

61.7%

이익 성장률

55.48%

EPS 성장률

Metals and Mining 이익 성장14.5%
매출 성장률-0.3%
향후 자기자본이익률5.40%
애널리스트 커버리지

Low

마지막 업데이트19 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 May 19

SMR: Anglo Asset Bid And Coal Prices Will Shape Upside Prospects

Analysts have slightly increased their price target for Stanmore Resources, raising it from A$2.70 to about A$2.80. This adjustment reflects updated assumptions around fair value, discount rate, revenue trends, profit margins and future P/E expectations.
내러티브 업데이트 May 02

SMR: Future Returns Will Depend On Successful Queensland Coal Portfolio Acquisition

Analysts have slightly adjusted their price target for Stanmore Resources, trimming fair value from A$3.13 to about A$3.12, as updated assumptions reflect a lower revenue growth rate alongside a higher profit margin outlook and a revised future P/E of roughly 24x. What's in the News Stanmore remains a leading bidder for Anglo American's Queensland coal portfolio, a potential deal described as above $5b and involving some of the world's higher-quality metallurgical coal assets, with final bids due in late April or early May (Key Developments).
내러티브 업데이트 Apr 18

SMR: Future Returns Will Rely On Stable Margins And Production Delivery

Analysts have slightly reduced their price target for Stanmore Resources to A$3.13 from A$3.18, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E. What's in the News Stanmore Resources reported consolidated operating results for 2025, with saleable coal production of 14.0 Mt compared with 13.8 Mt in the prior year, and ROM coal mined of 20.5 Mt compared with 19.4 Mt (company announcement).
내러티브 업데이트 Apr 03

SMR: Softer Revenue And Margins Will Shape A Balanced Future Outlook

Analysts have trimmed their price target for Stanmore Resources to A$2.70, reflecting updated assumptions that include a higher discount rate, a softer revenue outlook, slightly lower profit margins and a higher future P/E multiple. What's in the News Stanmore Resources reported consolidated operating results for 2025, with saleable coal production of 14.0 Mt and ROM coal mined of 20.5 Mt, providing investors with updated volume data for the year (Key Developments).
내러티브 업데이트 Mar 20

SMR: Future Returns Will Rely On Stable Margins And Production Delivery

Analysts have modestly increased their A$ price target on Stanmore Resources, citing slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Stanmore Resources reported consolidated operating results for 2025, with saleable coal production of 14.0 Mt compared with 13.8 Mt a year earlier, and ROM coal mined of 20.5 Mt compared with 19.4 Mt a year earlier (Key Developments).
내러티브 업데이트 Mar 06

SMR: Future Returns Will Depend On Modest Margins And Lower P/E Multiple

Analysts have trimmed their fair value estimate for Stanmore Resources from A$3.20 to about A$3.18, reflecting updated assumptions around growth, margins and a lower future P/E multiple. What's in the News Stanmore Resources reported consolidated operating results for 2025, with saleable coal production of 14.0 Mt compared with 13.8 Mt in the prior year and ROM coal mined of 20.5 Mt versus 19.4 Mt a year earlier (company announcement).
내러티브 업데이트 Feb 19

SMR: Future Returns Will Rely On Higher P/E Despite Softer Revenue Outlook

Analysts have trimmed their price target for Stanmore Resources to A$3.20, with the small change reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E rather than a shift in the core outlook. Valuation Changes Fair Value: A$3.20 remains unchanged, with the updated inputs leaving the overall valuation level steady.
내러티브 업데이트 Feb 05

SMR: Future Returns Will Balance Weaker Revenue Outlook With Higher Earnings Multiple

Analysts have adjusted their price target on Stanmore Resources from A$2.87 to A$3.20, reflecting updates to their fair value, discount rate, revenue growth outlook, profit margin assumptions, and future P/E expectations. Valuation Changes Fair Value: updated from A$2.87 to A$3.20, representing a modest uplift in the assessed valuation per share.
새로운 내러티브 Jan 25

South Walker Creek Expansion And Cost Discipline Will Support Stronger Long Term Coal Earnings

Catalysts About Stanmore Resources Stanmore Resources is a metallurgical coal producer with operations including South Walker Creek, Poitrel and Isaac Plains in Queensland. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Jan 22

SMR: Modest Margin Assumptions Will Sustain A Cautious Overvaluation View

Narrative update Analysts have nudged their price target for Stanmore Resources higher to A$2.70 from A$2.60, citing updated assumptions that now reflect a slightly lower discount rate, a smaller projected revenue decline of 44.6%, a modestly higher profit margin of 6.66% and a future P/E of 15.64. Valuation Changes Fair Value: updated analyst fair value has moved from A$2.60 to about A$2.70 per share.
내러티브 업데이트 Jan 07

SMR: Future Margins And Trimmed Production Guidance Will Shape Fair View

Analysts have reduced their price target for Stanmore Resources, citing a lower assumed profit margin of 6.60% and a higher future P/E of 15.17x as key drivers of the revised valuation. What's in the News Stanmore Resources issued updated full year 2025 saleable production guidance, keeping the lower end of its consolidated range unchanged.
내러티브 업데이트 Dec 14

SMR: Future Margins And Production Guidance Will Shape Fairly Valued Outlook

Analysts have raised their price target for Stanmore Resources from A$2.20 to A$2.60, citing slightly improved long term profit margin expectations and a higher justified valuation multiple, despite only modest upgrades to revenue growth assumptions and a higher discount rate. What's in the News Slight revision to full-year 2025 saleable production guidance, with the lower end of consolidated guidance maintained and the upper end narrowed to reflect reduced expected output from the Isaac Plains Complex (Key Developments) Valuation Changes Fair Value: Increased from A$2.20 to A$2.60, representing a modest uplift in the assessed intrinsic value per share.
분석 기사 Nov 03

Is Stanmore Resources (ASX:SMR) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
내러티브 업데이트 Oct 10

Indian Urbanization And Low-Capex Projects Will Boost Seaborne Coal Demand

Analysts have revised their price target for Stanmore Resources upward from $2.70 to $2.87, based on improved profit margins and a positive shift in projected revenue growth. What's in the News Stanmore Resources reported operating results for the half year ended 30 June 2025, with saleable coal production of 6.510 Mt, slightly down from 6.760 Mt in the previous year (Announcement of Operating Results).
내러티브 업데이트 Sep 26

Indian Urbanization And Low-Capex Projects Will Boost Seaborne Coal Demand

Stanmore Resources’ fair value estimate was unchanged as the future P/E multiple increased sharply and consensus revenue growth forecasts improved slightly. What's in the News Saleable coal production for H1 2025 was 6.510 Mt, down from 6.760 Mt year-over-year.
분석 기사 Sep 07

Revenues Working Against Stanmore Resources Limited's (ASX:SMR) Share Price Following 25% Dive

Stanmore Resources Limited ( ASX:SMR ) shares have had a horrible month, losing 25% after a relatively good period...
분석 기사 Jul 22

Stanmore Resources Limited (ASX:SMR) Stock Rockets 25% But Many Are Still Ignoring The Company

Despite an already strong run, Stanmore Resources Limited ( ASX:SMR ) shares have been powering on, with a gain of 25...
분석 기사 Apr 07

Stanmore Resources Limited's (ASX:SMR) 26% Dip In Price Shows Sentiment Is Matching Earnings

Unfortunately for some shareholders, the Stanmore Resources Limited ( ASX:SMR ) share price has dived 26% in the last...
분석 기사 Mar 31

We Think Stanmore Resources (ASX:SMR) Is Taking Some Risk With Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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새로운 내러티브 Mar 10

South Walker Creek Expansion To Improve Efficiency Amid Expected Revenue Declines

Completion of capital projects under budget, strategic acquisitions, and South Walker expansion may boost margins and drive revenue growth through enhanced production capacity.
분석 기사 Dec 14

There's No Escaping Stanmore Resources Limited's (ASX:SMR) Muted Earnings

When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") above 21x, you may consider...
분석 기사 Sep 03

Weak Statutory Earnings May Not Tell The Whole Story For Stanmore Resources (ASX:SMR)

Last week's earnings announcement from Stanmore Resources Limited ( ASX:SMR ) was disappointing to investors, with a...
분석 기사 Aug 29

Here's What Analysts Are Forecasting For Stanmore Resources Limited (ASX:SMR) After Its Half-Year Results

Last week, you might have seen that Stanmore Resources Limited ( ASX:SMR ) released its half-yearly result to the...
분석 기사 Aug 28

Stanmore Resources Limited's (ASX:SMR) Business And Shares Still Trailing The Market

Stanmore Resources Limited's ( ASX:SMR ) price-to-earnings (or "P/E") ratio of 7x might make it look like a strong buy...
분석 기사 May 29

Stanmore Resources Limited's (ASX:SMR) Low P/E No Reason For Excitement

Stanmore Resources Limited's ( ASX:SMR ) price-to-earnings (or "P/E") ratio of 4x might make it look like a strong buy...
분석 기사 Apr 05

Does Stanmore Resources (ASX:SMR) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Dec 08

Here's Why We Think Stanmore Resources (ASX:SMR) Might Deserve Your Attention Today

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 Nov 09

Estimating The Fair Value Of Stanmore Resources Limited (ASX:SMR)

Key Insights Stanmore Resources' estimated fair value is AU$3.53 based on 2 Stage Free Cash Flow to Equity With AU$3.68...
분석 기사 Oct 18

Stanmore Resources (ASX:SMR) Has A Rock Solid Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Sep 05

With EPS Growth And More, Stanmore Resources (ASX:SMR) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...

이익 및 매출 성장 예측

ASX:SMR - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20281,911952594243
12/31/20272,016832944253
12/31/20262,045192453883
12/31/20251,883-47267381N/A
9/30/20251,960-21162365N/A
6/30/20252,038558349N/A
3/31/20252,2179863378N/A
12/31/20242,39719269408N/A
9/30/20242,468230182479N/A
6/30/20242,539268294551N/A
3/31/20242,672370418644N/A
12/31/20232,805472541737N/A
9/30/20232,948631713876N/A
6/30/20233,0927898861,014N/A
3/31/20232,8957289731,098N/A
12/31/20222,6986671,0611,182N/A
9/30/20222,004452821915N/A
6/30/20221,310237580649N/A
3/31/2022797122313372N/A
12/31/202128474696N/A
6/30/2021174-24-34-2N/A
3/31/2021202-15-39-12N/A
12/31/2020231-6-44-22N/A
6/30/202025224-274N/A
3/31/2020252411142N/A
12/31/2019320685292N/A
9/30/201929064N/A92N/A
6/30/201928364N/A98N/A
3/31/201924039N/A64N/A
12/31/201819314N/A29N/A
9/30/20181749N/A23N/A
6/30/20181544N/A16N/A
3/31/201814210N/A14N/A
12/31/201712616N/A11N/A
9/30/201711713N/A-1N/A
6/30/20171069N/A-14N/A
3/31/201780-1N/A-27N/A
12/31/201652-10N/A-38N/A
9/30/201632-13N/A-33N/A
6/30/20169-15N/A-25N/A
3/31/20165-14N/A-16N/A
12/31/20150-13N/A-6N/A
9/30/20150-10N/A-4N/A

애널리스트 향후 성장 전망

수입 대 저축률: SMR 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.6%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: SMR (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: SMR 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: SMR 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.3%).

고성장 매출: SMR 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -0.3%).


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: SMR의 자본 수익률은 3년 후 5.4%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 03:38
종가2026/05/20 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Stanmore Resources Limited는 10명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jim XuBarrenjoey Markets Pty Limited
Matthew RyanBarrenjoey Markets Pty Limited
Dale KoendersBarrenjoey Markets Pty Limited